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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-09 |
| WA | RA | APPROVED | 2022-08-02 |
Branch Locations
534 E Spokane Falls Blvd, Spokane, WA 99202 • United States
1224 S Pioneer Way, Moses Lake, WA 98837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moses Lake School District | Moses Lake | WA | 07/2020 | 06/2022 |
| Mead School District | Mead | WA | 07/2009 | 07/2020 |
| Thrivent Investment Management Inc | Minneapolis | MN | 02/2022 | Present |
| Thrivent Financial | Appleton | WI | 07/2022 | 12/2022 |
| Thrivent Financial | Appleton | WI | 12/2022 | Present |
WHITWORTH UNIVERSITY POSITION: Advisory Board Member NATURE: Whitworth School of Business is launching a new Masters in Financial Planning program - the first in the region. They are forming an advisory board made up of members from complimenting professions. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/02/2023 ADDRESS: 300 W Hawthorne Road, Spokane WA 99251, United States DESCRIPTION: Two meetings/year; 3-year commitment Overall purpose is consultation and student engagement Recruit guest presenters for classes ST LUKE LUTHERAN CHURCH POSITION: Chair NATURE: Lutheran Church located in North Spokane and serving Spokane County. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 9704 N Division St, Spokane WA 99228, United States DESCRIPTION: Lead personnel committee meetings. We will meet 3-4 times per year to discuss personnel issues of the church and conduct annual performance reviews of all staff members. Make recommendations to church council for salary increases each year. Any fiscal decisions are only recommendations and will be voted upon by the council.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-02 |
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